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1,970 hedge funds and large institutions have $80.8B invested in IBM in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 847 increasing their positions, 757 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 7692 (+16)

20% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 101

12% more repeat investments, than reductions

Existing positions increased: 847 | Existing positions reduced: 757

0.16% more ownership

Funds ownership: 59.69%59.84% (+0.16%)

0% less funds holding

Funds holding: 1,9751,970 (-5)

0% less capital invested

Capital invested by funds: $81B → $80.8B (-$209M)

12% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.11B

Holders
1,970
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
45.14%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
2.11%
New
121
Increased
847
Reduced
757
Closed
101
Calls
$1.86B
Puts
$2.11B
Net Calls
-$245M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
NWP
751
Northstar Wealth Partners
Connecticut
$3.04M +$1.84M +12,178 +142%
SLG
752
Stanley-Laman Group
Pennsylvania
$3.02M +$2.4M +15,843 +333%
PH
753
Pinnacle Holdings
Oklahoma
$3.02M +$484K +3,202 +18%
CA
754
Clearstead Advisors
Ohio
$3.02M -$31.3K -207 -1%
DIP
755
DT Investment Partners
Pennsylvania
$3.01M +$361K +2,387 +13%
GXMC
756
Global X Management Company
New York
$3.01M +$343K +2,267 +12%
KRSITF
757
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.01M -$515K -3,403 -14%
HWM
758
Holloway Wealth Management
Florida
$3M
SPC
759
Sigma Planning Corp
Michigan
$2.97M +$894K +5,906 +41%
EHC
760
Everett Harris & Co
California
$2.96M -$297K -1,962 -9%
PGA
761
Portland Global Advisors
Maine
$2.94M +$17.2K +114 +0.6%
BOCM
762
Bontempo Ohly Capital Management
Maryland
$2.93M +$8.17K +54 +0.3%
KFA
763
Kays Financial Advisory
Georgia
$2.93M +$36.3K +240 +1%
DSC
764
Duncker Streett & Co
Missouri
$2.92M +$25.9K +171 +0.9%
MC
765
MRJ Capital
New York
$2.92M +$696K +4,602 +30%
BUB
766
BBVA USA Bancshares
Texas
$2.91M -$210K -1,385 -7%
LJAC
767
L.J. Altfest & Co
New York
$2.91M +$46.3K +306 +2%
CIM
768
CenturyLink Investment Management
Colorado
$2.9M
CPO
769
Cerity Partners OCIO
New York
$2.89M +$224K +1,478 +8%
DBIA
770
Dumont & Blake Investment Advisors
New Jersey
$2.86M -$18.3K -121 -0.6%
SHCM
771
Stokes & Hubbell Capital Management
Louisiana
$2.85M +$59.9K +396 +2%
TH
772
Timber Hill
Connecticut
$2.84M -$751K -4,963 -20%
FMW
773
Farr Miller & Washington
District of Columbia
$2.83M -$165K -1,092 -5%
SWMG
774
Signature Wealth Management Group
Georgia
$2.83M +$72.6K +480 +3%
WAM
775
Weatherly Asset Management
California
$2.82M +$492K +3,253 +20%

IBM Hedge Fund Activity: Q1 2018 in Review

1,970 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2018, worth a combined $80.8B — down 0.26% from $81B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new IBM positions and 101 closed out — a net gain of 20 holders — while 847 added to existing stakes and 757 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $408M. The largest seller was D.E. Shaw & Co, cutting an estimated $341M.

  • 1,970 institutional investors held IBM (IBM) as of Q1 2018, down from 1,975 in Q4 2017.
  • Funds reported $80.8B of IBM stock for Q1 2018, down 0.26% quarter-over-quarter.
  • 121 funds opened new IBM positions in Q1 2018 and 101 closed out, a net change of +20 holders.
  • The largest IBM buyer in Q1 2018 was Arrowstreet Capital, an estimated $408M added.
  • The largest IBM seller in Q1 2018 was D.E. Shaw & Co, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2018.